Leadership

As defined by the Articles of Incorporation and Bylaws, the President and CEO, Leadership Team, and other executives report to our Board of Governors, which is the highest governing authority and is responsible for defining our vision, mission, and strategies.

The Board of Governors is the most senior corporate body, with ultimate responsibility for the strategy and the management of the organization. It works in conjunction with the Leadership Team, composed of staff members who manage their respective divisions.

Board of Governors

Executive Chairs


Chair, Yang, Charles J., CFA

Charles J. Yang, CFA

T & D Asset Management Company, Ltd.
1-2-3 Kaigan
Minato-ku, Tokyo 105-0022
Japan

Tel: +81 (3) 3434-5510

Charles J. Yang, CFA, is the chief investment officer of T&D Asset Management, which is the asset management arm of T&D Holdings, a listed company in Japan that focuses on the life insurance business. Previously, he worked for the asset [+]

Vice Chair, Low, Aaron, CFA

Aaron Low, CFA

Lumen Advisors
One Raffles Quay, Level 25, North Tower
Singapore 048583, Singapore

Tel: +65 6232-2798

Aaron Low, CFA, is principal of Lumen Advisors in San Francisco and Singapore, where he manages emerging markets macro long/short funds and oversees Lumen’s operations in Asia. Previously, Mr. Low was a senior portfolio manager and head of Asia-ex-Japan [+]

Immediate Past Chair, Meder, Alan M., CFA

Alan M. Meder

Duff & Phelps Investment Management Co.
200 S. Wacker Dr., Suite 500
Chicago, IL 60606
United States

Tel: +1 (312) 917-6529

Alan M. Meder, CFA, is a senior vice president of Chicago-based Duff & Phelps Investment Management Co., a wholly owned subsidiary of Virtus Investment Partners, Inc. He is the chief risk officer of Duff & Phelps and the principal financial [+]



Committee Chairs


Audit and Risk Committee Chair, Ballocchi, Giuseppe, CFA

Giuseppe Ballocchi, CFA

Chemin-François-Lehmann 28
CH-1218 Le Grand-Saconnex
Switzerland

Tel: +41 (58) 323-2146

Giuseppe Ballocchi, CFA, most recently served as the head of financial engineering and risk analytics at Pictet & Cie in Geneva, Switzerland. He also lectures at the University of Lausanne, where he is a member of the Steering Committee of the Master [+]

External Relations and Volunteer Involvement Committee Chair, McLean, Colin, FSIP

Colin McLean

7 Castle Street
Edinburgh, EH2 3AH
United Kingdom

Tel: +44 (0) 131-226-6699

Colin McLean, FSIP, is CEO of SVM Asset Management Ltd, an independent fund management group based in Edinburgh, UK, which he founded in 1990. SVM specializes in UK, European & Global equities and Global fund of funds. Prior to founding SVM, Mr. [+]

Planning Committee Chair, Lebel, Frederic P., CFA

Frederic P. Lebel, CFA

HFS Hedge Fund Selection S.A.
5, chemin des Rannaux
1297 Founex
Switzerland

Tel: +41 (22) 776-86-33

Frederic P. Lebel, CFA, has been co-CEO and CIO of OFI MGA and owner of HFS Hedge Fund Selection S.A., based in Geneva for the past 6 years. Prior to this, he had been an executive vice president at Lombard Odier & Cie in Geneva in charge of hedge [+]



Board Members


CFA Institute President and CEO, Churchill, Dwight D., CFA

CFA Institute President and CEO

CFA Institute
915 East High Street
Charlottesville, VA 22902
United States

Tel: +1 (434) 951-5300

Dwight Churchill joined CFA Institute in June 2014 to lead the organization while the search for a permanent CEO is underway. Mr. Churchill brings more than 30 years of global leadership experience. He most recently held senior positions as head of the [+]

Al-Hajeri, Saeed M., CFA

Saeed M. Al-Hajeri

Abu Dhabi Investment Authority
ADIA New Headquarter Cornich St. No. 211
P.O. Box 3600, Abu Dhabi
United Arab Emirates

Tel: +971 (2) 415-5955

Saeed M. Al-Hajeri, CFA, is the head of the Emerging Markets Department at the Abu Dhabi Investment Authority. In 2007, he was elected by the World Economic Forum as one of the top 250 Young Global Leaders for his contribution to the public and financial [+]

Brilliant, Heather, CFA

Heather Brilliant, CFA

Morningstar, Inc.
22 W. Washington
Chicago, IL 60602
United States

+1 (312) 696-6337

Heather Brilliant, CFA, is global director of equity and credit research and chief equities strategist for Chicago-based Morningstar, Inc., a leading provider of independent investment research. In this role, she leads the equity and corporate credit [+]

Hamilton-Keen, Beth, CFA

Beth Hamilton-Keen, CFA

Mawer Investment Management
900, 603-7 Avenue SW
Calgary AB T2P 2T5
Canada

Tel: +1 (403) 267-1967

Beth Hamilton-Keen, CFA, is a director of private client portfolio management at Mawer Investment Management Ltd., where she advises and manages portfolios for private client and family office clients and sits on the management committee for the firm. [+]

Jenkins, Robert, FSIP

Robert Jenkins

London Business School
Regent's Park
London NW1 4SA
United Kingdom

+44 (0) 20 7286-7238

Robert Jenkins, FSIP, has spent 16 years running bank trading rooms followed by 18 years running asset management organizations. At Citibank he headed trading and sales in Dubai, Bahrain, Switzerland, and Japan. In 1992, Mr. Jenkins moved from to the buy [+]

Jones, James G., CFA

James G. Jones, CFA

Sterling Investment Advisors
2095 S. Boston Place
Bolivar, MO 65613
United States

Tel: +1 (417) 777-7677

James G. Jones, CFA, is the founder and managing member of Sterling Investment Advisors, LLC, a fee-based private client investment management firm. Mr. Jones was a tenured Assistant Professor of Business Administration at Southwest Baptist University. [+]

Koksal, Attila, CFA

Attila Koksal, CFA

Standard Unlu A.S.
Ahi Evran Cad. Polaris Plz, B Blk No: 1 Kat: 1
34398 Maslak - Istanbul
Turkey

Tel: +90 (212) 367-3896

Attila Koksal, CFA, is a board member of Unlu Securities, Turkey’s leading investment house. Unlu is a market leader in corporate finance advisory transactions, specializing in cross-border mergers and acquisitions in Turkey. Mr. Koksal began his career [+]

Lazberger, Mark, CFA

Mark Lazberger

Level 2, Darling Park 1
201 Sussex Street
Sydney, NSW 2000
Australia

Tel: +61 (293) 032-484

Mark Lazberger, CFA, is the Chief Executive Officer for Colonial First State Global Asset Management (‘CFSGAM’) and First State Investments. In his role, Mr, Lazberger leads the global asset management business, which is a wholly owned division of the [+]

Scanlan, Matthew H., CFA

Matthew H. Scanlan, CFA

RS Investments
One Bush Street, Suite 900
San Francisco, CA 94104
United States

Tel: +1 (415) 591-2720

Matthew H. Scanlan, CFA, is Chief Executive Officer of RS Investments and serves as President and Trustee of the RS Investment Trust and RS Variable Products Trust. He joined RS Investments in2012 and has more than 30 years of experience in the [+]

Shao, Jane, CFA

Jane Shao, CFA

Lumiere Limited
Greenlake Place, Tower 3, 5/F
105 Yaojiayuan Road
Beijing China 1000025

Tel: +86 5928-3332

Jane Shao, CFA, is founder and director of Lumiere Pavilions, a leading media company focusing on investing and operating premier cinemas in China. The company was awarded by the Chinese government as one of the top 100 companies in the creative industry [+]

Singhania, Sunil, CFA

Sunil Singhania, CFA

Reliance Mutual Fund
12th Floor, Indiabulls Centre One
Jupiter Mills, Elphinstone Road
Mumbai Maharashtra, 400013 India

+91 (22) 3021 6758

Sunil Singhania, CFA, is Chief Investment Officer – Equity Investments of Reliance Capital Asset Management Ltd, one of the largest asset managers in India. In this capacity, Sunil oversees nearly $7billion of equity assets primarily invested in listed [+]

Urwin, Roger

Roger Urwin

Towers Watson
Watson House, London Road
Reigate, Surrey RH2 9PQ
United Kingdom

Tel: +44 (173) 728-4849

Roger Urwin became the global head of investment content at Watson Wyatt (now Towers Watson) in July 2008, after serving as the global head of the Watson Wyatt investment practice from 1995 to 2008. His current role includes work for some of the firm’s [+]